See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,493 |
CAMPBELL TAYLOR WASHBURN7 years Filed as: H K CAMPBELL & COMPANY Service code 10 2011 MADISON ROAD · CINCINNATI, OH 45208 | Accounting | $19,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,576 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $4,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,951 | $86,929+10.4% | $102,423-6.3% | $80,856+18.7% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 7.25% | 18.88%-11.6pp | 29.32%-22.1pp | 35.59%-28.3pp |
| Employer contribution / active EE | $837 | $2,369-64.7% | $3,023-72.3% | $2,755-69.6% |
| Participant deferral / active EE | $5,514 | $4,118+33.9% | $5,053+9.1% | $4,296+28.4% |
| Admin fee / account holder | $750 | $8,049-90.7% | $9,451-92.1% | $6,918-89.2% |